EFP
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Elser Financial Planning’s Merck MRK Stock Holding History

Elser Financial Planning’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
1,998
-1,305
-40% -$153K 0.01% 108
2026
Q1 		$399K Buy
+3,303
New +$381K 0.02% 85

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elser Financial Planning's MRK Position: Q2 2026 in Review

Elser Financial Planning reduced its Merck (MRK) stake by 40% in Q2 2026, selling an estimated $153K and leaving 1,998 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #108.

Elser Financial Planning first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $399K in Q1 2026. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Elser Financial Planning held 1,998 shares of Merck worth $257K as of Q2 2026.
  • Elser Financial Planning sold 1,305 Merck shares in Q2 2026, an estimated $153K.
  • Merck made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #108 holding.
  • Elser Financial Planning first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • Elser Financial Planning's Merck position peaked at $399K in Q1 2026.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.